MEANS INVESTMENT CO., INC.: 13F holdings
CIK 7015162026Q2
| Positions | 198 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 198 (+5 vs prior quarter) |
|---|
| Reported value | $1.3bn (+15.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 344,538 | $236.6m | 17.9% |
| VEU VANGUARD INTL EQUITY INDEX F | 1,256,007 | $105.2m | 7.9% |
| XLG INVESCO EXCHANGE TRADED FD T | 1,624,685 | $99.5m | 7.5% |
| AAPL APPLE INC | 295,666 | $85.6m | 6.5% |
| NVDA NVIDIA CORPORATION | 262,746 | $52.6m | 4.0% |
| AVUV AMERICAN CENTY ETF TR | 385,249 | $48.1m | 3.6% |
| AMZN AMAZON COM INC | 188,114 | $44.8m | 3.4% |
| MGK VANGUARD WORLD FD | 470,858 | $41.4m | 3.1% |
| IMCB ISHARES TR | 407,204 | $39.3m | 3.0% |
| MSFT MICROSOFT CORP | 99,637 | $37.2m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="701516")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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